Private Banker Customer Service Jobs – Stanbic Bank

Job Title:         Private Banker
Organisation: Stanbic Bank
Job ID: 27271 
Duty Station: Kampala,
About Us:
Stanbic Bank Uganda Limited is a subsidiary of Stanbic Africa Holdings
Limited which is in turn owned by Standard Bank Group Limited (“the Group”),
Africa’s leading banking and financial services group. The Standard Bank Group
is the leading banking group focused on emerging markets. It is the largest
African banking group ranked by assets and earnings. Stanbic Bank Uganda
Limited is the largest bank in Uganda by assets and market capitalization. It
offers a full range of banking services through two business units; Personal
and Business Banking (PBB), and Corporate and Investment Banking (CIB).
Job Summary: The Private
Banker will proactively promote a relationship based banking offering through a
primary point of contact which meets client expectations by providing
personalised financial solutions.
Key Duties and
  • Provide service to a portfolio of existing
    Private Bank clients
  • Establish and build one-on-one
    relationships with clients in the assigned portfolio by delivering the
    expected level of service, specifically focusing on a proactive contact or
    calling strategy and programme.
  • Ensure retention of existing clients in
    the assigned portfolio by strengthening and expanding relationships.
  • Interact and build relationships with
    Business Banking account executives and Corporate and Investment Banking
    relationship managers in order to provide a seamless solution to the
    client’s banking requirements.
  • Manage the “Cost of Sales”
    through evaluation of margins, cost of service ad the utilisation of
    multichannel delivery strategies, such as actively managing client
    migration onto electronic banking channels.
  • Grow sales in the client portfolio
  • Acquire new business in line with the
    Customer Value Proposition segment income specifications, acquisition
    targets and segment strategy to increase market share.
  • Ensure value add to customers while
    growing bank profitability through cross-selling with a focus on wealth
    creation and lending opportunities.
  • Measure, track and manage sales targets
    and budgets for the portfolio
  • Manage client lending activities
  • Structure credit applications effectively,
    focusing on high quality motivations.
  • Advise clients on lending product
    selection by recommending the products to meet their specific needs.
  • Ensure that credit management objectives
    are met in terms of Limitisation, Number of Reworks,
  • Accounts in Refer, Credit Outstanding
    listings and management of Non-Performing Loans.
  • Lead a small team of Transactional Bankers
  • Manage a team to ensure effective delivery
    of objectives for the area.
  • Develop a high performing team by
    embedding the bank’s performance process, regular performance feedback and
    coaching. Address poor performance.
  • Motivate team members and ensure that they
    receive recognition for work well done.
  • When required, initiate disciplinary
    processes for team members.
  • Ensure compliance to all banking
    regulations and legislative requirements
  • Ensure complete disclosure to clients in
    terms of accreditation, service fees, commissions and product attributes.
  • Ensure that bank procedures are adhered to
    and where flexibility needs to be exercised, that the necessary
    dispensation is obtained and held.
  • Adhere to all internal policies and

Qualifications, Skills and
  • The applicant for the Stanbic Bank Private
    Banker career opportunity should hold a Bachelor’s degree in a relevant
  • At least two years of post-qualification
    in Financial Markets
  • At least four years of branch banking
    experience with exposure to telling, enquiries, service, foreign exchange
    and asset management
  • A minimum of three years’ exposure in a
    relationship management role.
  • Client Knowledge – Knowledge of
    the bank’s clients, their names, requirements, history of relationship and
    key relationship issues.
  • Product Knowledge – Knowledge
    and understanding of the features, benefits and pricing of the products
    and services on offer to personal banking customers across multiple
    customer segments.
  • Interpreting Financial Statements
    – The ability to interpret financial reports, measure performance and
    execute key ratio analyses.
  • Loan assessment and approval –
    assess the financial status of a customer or client to determine if they
    qualify for a loan based on established parameters and criteria
  • Product Related Systems – The
    understanding of how product applications are captured on systems and the
    inputs required and outputs received from the systems for customers.
  • Banking Process and Procedures
    – Sound knowledge of the Bank’s laid down policies and procedures as it
    relates to the processing of customer transactions.
How to Apply:
All candidates who wish to join the one of Africa’s biggest Banking Groups,
Standard Bank in the aforementioned capacity are encouraged to Apply Online by
visiting Link below.
Deadline: 26th September 2017
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